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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMT
351
Legacy Wealth Management (Tennessee)
Tennessee
$2.03M -$189K -12,090 -9%
FFA
352
First Foundation Advisors
California
$2.02M +$1.52M +96,762 +331%
GPFA
353
Game Plan Financial Advisors
Ohio
$2.01M +$6.77K +432 +0.3%
SG
354
Somerset Group
Minnesota
$2M
DP
355
DDD Partners
Washington
$1.98M +$97.9K +6,246 +5%
MSWMA
356
Market Street Wealth Management Advisors
Indiana
$1.96M -$1.2M -76,620 -38%
SFS
357
Summit Financial Strategies
Ohio
$1.96M +$4.04K +258 +0.2%
VA
358
Valmark Advisers
Ohio
$1.95M +$123K +7,872 +7%
IFG
359
Independent Financial Group
California
$1.9M +$42.4K +2,706 +2%
Cetera Investment Advisers
360
Cetera Investment Advisers
Illinois
$1.9M -$1.28M -81,450 -41%
BFA
361
Beaumont Financial Advisors
Massachusetts
$1.89M -$2.35K -150 -0.1%
Lazard Asset Management
362
Lazard Asset Management
New York
$1.89M
ASN
363
Advisory Services Network
Georgia
$1.88M +$389K +24,816 +27%
FSWA
364
Financial Synergies Wealth Advisors
Texas
$1.86M +$38.7K +2,472 +2%
AP
365
Advisor Partners
California
$1.84M
WWM
366
Windsor Wealth Management
Indiana
$1.8M -$267K -17,028 -13%
CWM
367
CCG Wealth Management
California
$1.8M -$41.6K -2,658 -2%
EAM
368
Evanson Asset Management
California
$1.76M +$1M +63,954 +140%
PFWA
369
Paces Ferry Wealth Advisors
Georgia
$1.75M +$337K +21,540 +25%
FCI
370
Financial Counselors Inc
Kansas
$1.75M -$3.29K -210 -0.2%
PA
371
PFG Advisors
Arizona
$1.75M +$110K +7,020 +7%
SFG
372
SNS Financial Group
Minnesota
$1.75M -$50.9K -3,246 -3%
TC
373
TownSquare Capital
Utah
$1.74M +$72.8K +4,644 +4%
APSI
374
Asset Planning Services Inc
Louisiana
$1.73M +$131K +8,340 +8%
APG
375
Abacus Planning Group
South Carolina
$1.7M -$171K -10,920 -9%